>> i would overweight technology, look at ibm as well as cisco. >> stephanie? >> i like energy, i'm particularly impressed that energy continues to go up in the face of a very strong dollar and i think the fundamentals are very strong there. >> jeff? >> i agree with stephanie. i like the energy and i think the technology undervalued. >> stevie? >> strong dollar benefits all of your outsourcing. they get cheaper cost of labor. that's where you want to be, as long as the dollar is strong. >> you got one, rick? >> yeah, anything industrial and energy. we're having a renaissance in manufacturing thanks to energy. go with it. >> everybody says that. we'll see if we actually get policy to coincide. thanks, everybody. we'll see you soon. >> thanks, maria. >> appreciate that. the dow's ten-day winning streak in jeopardy today. let's get to bob pisani with what's behind today's pullback. >> and the dow is the price-weighted index and we have a lot of the high price names. ibm, when that moves, it weighs the dow. jpmorgan, a little bit of disappointment over the bank rep